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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,773 | $127,387-9.9% | $115,038-0.2% | $125,389-8.5% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -0.86% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,935 | $6,423-7.6% | $6,026-1.5% | $5,352+10.9% |
| Admin fee / account holder | $12 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |